Training CEOs: Keep deals updated when demos scheduled

Sales reps at training and coaching firms lose deals when booked meetings don't update CRM, causing stalled pipeline. Move deals to Demo Scheduled and assign owners on booking so reps prioritize follow-up and keep pipeline accurate.

Overview

Booked demos that don't reflect in CRM create forecasting blindspots and let competitors get the first follow-up. This workflow moves deals to Demo Scheduled and assigns owners as bookings arrive, ensuring reps focus on the right prospects so response times drop dramatically and follow-ups aren't missed.

Notable Features

Update deal stage on booking
Assign owner based on booking
Notify assigned rep for follow-up